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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,383 | $150,446-75.2% | $136,297-72.6% | $147,585-74.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.95% | 1049.14%-1036.2pp | 5156.19%-5143.2pp | 578.58%-565.6pp |
| Employer contribution / active EE | $2,510 | $5,256-52.3% | $4,696-46.6% | $4,876-48.5% |
| Participant deferral / active EE | $5,540 | $6,631-16.5% | $6,247-11.3% | $5,439+1.9% |
| Admin fee / account holder | $13,205 | $10,906+21.1% | $9,244+42.9% | $10,886+21.3% |